Is Big Tech losing its lead? Kevin Gordon of Charles Schwab breaks down how this week’s earnings could impact the market and sector rotation in 2026.
0:00 – Intro: What’s Moving the Market This Week?
0:26 – Earnings Driving Sector Leadership
1:18 – Tech Sector Pressure and Expectations
1:31 – Is the Bar Lower for Big Tech?
2:08 – Impact on the Broader Market
2:59 – Can Tech Regain Its Dominance?
3:54 – Market Outlook for 2026
4:47 – The Sell America Trade
5:46 – US vs International Upside Potential
6:53 – Investor Advice: Portfolio Strategy
8:05 – Thinking About Risk in This Cycle
9:47 – The Fed Pause and Market Expectations
11:00 – Final Takeaway for Investors
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